Epicor® 9

Epicor® 9 Consulting and Services

Though it was superseded by a more recent version of the platform in the spring of 2014, Epicor® 9 remains in use in many manufacturing, warehousing/distribution, oil and gas and other operations. For these organizations, Practical Technology Solutions, LLC (PTS) offers a range of services that can help you run a more streamlined and ultimately more profitable business.

We are an independent IT consulting firm that provides one-on-one Epicor® 9 training and troubleshooting, as well as unbiased advice on whether to stick with your current ERP system or upgrade to Epicor® 10.

Features and Key Benefits

Epicor® 9 is a full-featured enterprise resource planning platform that gives you tools to run a more cost-effective operation, track and manage your supply chain and gain important insights into how your organization is using its financial and human capital. Some key features include:

A service-oriented architecture that adapts to meet the changing requirements of your business

Embedded business insight tools that put important information right where you need it, in a format that’s easy to understand

An intuitive, Web 2.0-based interface that’s simple to navigate and train employees to use properly

Multi-site management features for sharing information and coordinating operations across disparate locations and business units

Ultimately, it’s an advanced platform that can do a lot for your business. But it has to be implemented and harnessed correctly. PTS has been working with it since its release — our team has achieved 9.05 certification to levels I and II, and has extensive experience with the platform’s basic and advanced modules.

How PTS Can Help

PTS offers individualized attention to each of its clients. Some of the many services we can provide to Epicor® 9 users include:

Epicor® 9 Support

PTS also offers system support. Our knowledgeable consultants understand how to help your organization take full advantage of this robust software package’s multiple functions and features.

More importantly, your consultant knows how to tailor the software to meet the unique requirements of the various work areas and individual business processes within your organization. This enables you to use the software to its full potential and maximize your ROI.

We Can Train Your Users

At PTS, we recognize that any new software implementation comes with a learning curve. Our Epicor® 9 support services include comprehensive training that is customized to the needs of your staff. We can provide effective on-site, remote or online training, or a combination of these methods — whatever is most practical and convenient for your staff and stakeholders.

We also offer a “Train the Trainer” program, which is an excellent way to conduct function-specific training throughout your organization.

Timely System Upgrades/Migration

System upgrades and data migration is an area where many organizations need help. If you need to migrate from an earlier Epicor® 9 version, we can work with you to develop and implement a comprehensive conversion plan that makes the process as simple and seamless as possible. We take a multi-step approach that includes a detailed pre-conversion analysis, database selection, installation and configuration, data migration and even additional staff training as needed.

Regular System Audits/Reviews

Our ongoing Epicor® consulting services include regular reviews of system usage. We can determine any areas that may need improvement and recommend steps you can take to maximize software performance. We can also provide a detailed performance analysis encompassing key areas such as application configuration, network infrastructure, and file optimization.

Upgrading to Epicor® 10

Epicor® 10 introduces a number of features not found on the earlier platform, such as improved mobile support and leaner, more responsive performance. However, upgrading can require a considerable disruption to your workflow, as well as a major investment of both time and money.

As an independent contractor, our goal at PTS is to help you find the right ERP system and keep it working at its best. If it’s possible to refine or streamline the performance of Epicor® 9 to better suit your needs, we won’t recommend upgrading unnecessarily. On the other hand, if there’s a significant advantage to migrating to the new platform, we will make the process as fast and seamless as possible.

Contact Us to Learn More About Our Support Services

Practical Technology Solutions is with you every step of the way. Contact us to learn more about the many ways in which our wide variety of support services can optimize Epicor® 9 software performance throughout your organization.

“We were looking for some good Epicor E9 expertise to help us in streamlining our E9 implementation and better align our business processes with E9 where practical.

Practical Technology Solutions (PTS) brought both business process background and E9 application knowledge to the table in a very affordable package. PTS helped us with both High level advice as well as detailed implementation assistance and outright programming assistance to develop and test customizations and reports. Their knowledge of reporting tools such as Crystal Reports and the database schema is excellent. While working with PTS recently, our consultant is responsive, always with a friendly, professional attitude. He has provided insight and demonstrated a high level of technical skill. We have assigned projects of various degrees of complexities with PTS and generally, have received a response in a timely manner. We would recommend PTS as a solution in assisting with ERP business challenges.”

— Fenner Dunlop Americas

“The other service we used from PTS was a training session that lasted a few days on site. We used one of their trainers, Jeremy, who was very talented in Epicor® but also had a naturally good communication style about him. He taught a few of our people the basics of writing Crystal Reports out of Epicor®. We plan on using PTS as a resource in Epicor® as we move forward.”

—
Precision Marshall Steel Company

“I found Practical Technical Solutions (PTS) with a Google search. I spoke and met with Jim Chance and had a lengthy discussion about his company’s capabilities. Everything sounded well as they possessed the capabilities we wanted, the reasonable rate and low risk. That is, if this did not work out, I could sever the relationship quickly and move on. We have provided PTS with detailed specs often with screen-shots. Our initial specs were for relatively simple customizations. We found that PTS worked very efficiently and coordinated very well with the project team. Today the staff of PTS is tackling our most complex customization and is working with us on other Epicor implementation issues. We also will utilize their report-writing capabilities shortly. Because of this positive relationship, I highly recommend PTS for their efficiency, knowledge, communications and professionalism. “

“We don’t have a traditional IT department…… I’ve worked with a few different consultants over the last 3 years, after I found Practical Technical Solutions (An independent professional services provider), I will always go to them first with a need. They got to my projects in short order, knew exactly what I was talking about most of the time and if they didn’t, it was easy to explain to them what I needed. The rate is better and the work is more efficient than I have found elsewhere. I would highly recommend PTS (An independent professional services provider) to anyone using Epicor®.”

— Dudek & Bock

“We have used PTS for several of our Epicor® needs. They have helped with our Epicor® implementation through training of our staff. They have also helped with more technical aspects such as helping us set-up a secondary application server. I have found PTS to be extremely knowledgeable and professional, and quick to help when needed.”

— Seymour Tubing Inc.

“The other service we used from PTS was a training session that lasted a few days on site. We used one of their trainers, Jeremy, who was very talented in Epicor® but also had a naturally good communication style about him. He taught a few of our people the basics of writing Crystal Reports out of Epicor®. We plan on using PTS as a resource in Epicor® as we move forward.”

— Precision Marshall Steel Company

“General Formulations is a mid-sized manufacturing company currently using Epicor for our manufacturing system. We have used PTS for a number of tasks including custom SSRS reports, custom dashboards, BPM’s, and Go Live Support. I have found PTS knowledgeable, talented and extremely capable in the work that they have done for our company. I have worked with Jim, Sam, Jarrad, and Glenn and found them all to be consummate professionals with great attitude and ability. I can recommend PTS with the greatest confidence to anyone looking for top-notch help in implementation and customization of Epicor.”

— General Formulations

“So far Jim and a group from PTS have come in to do a CRP/training session for two days that was extremely helpful. They have also developed and installed a customized program to assist in automated Order Entry and processing, shipment entry and processing, and have developed customized SSRS reports. They have always addressed our concerns in a timely manner, and are very conscientious about costs, and very detailed in their work.

I definitely recommend PTS as a partner for Epicor technical services and continue to use them. I only wish I had found them sooner. I will continue to go to them for enhancements, training and consulting as there is no doubt they will help us maximize our investment and minimize our time spent implementing various Epicor solutions.”

Disclosure: Practical Technology Solutions LLC is a provider of Epicor® professional services and has no affiliation or partnership with Epicor® or SAP. Epicor® and Vantage® are trademearks of Epicor®. Crystal Reports® is a trademark of SAP.

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“I’ve worked with a few different consultants over the last 3 years, after I found Practical Technical Solutions, I will always go to them first with a need. The rate is better and the work is more efficient than I have found elsewhere. I would highly recommend PTS to anyone using Epicor®.”